2016-01-28T12:50:51-06:00 2015-06-30 454084437 WARREN AVERETT LLC 100 SOUTH ASHLEY DRIVE SUITE 1650 TAMPA FL 33602 990 2014-07-01 592015192 SALVADOR DALI MUSEUM INC SALV 7278233767 ONE DALI BLVD ST PETERSBURG FL 33701 CHARLES HENRI HINE III EXECUTIVE DIRECTOR 7278233767 2016-01-15 1 KAREN L PRICE CPA P00182581 8133866300 2016-01-15 2014 2016-04-25 22:37:26Z CHARLES HENRI HINE III ONE DALI BLVD ST PETERSBURG FL 33701 12862015 0 X WWW.THEDALI.ORG X 1980 FL TO EDUCATE AND PROMOTE UNDERSTANDING, ENJOYMENT, AND SCHOLARLY EXAMINATION OF ART 24 24 85 332 0 0 726108 1157443 5980789 7991476 285204 316319 1670522 1786558 8662623 11251796 0 0 0 0 3141778 3436333 0 0 325732 5048234 5790993 8190012 9227326 472611 2024470 56152784 58389695 865367 1080218 55287417 57309477 X TO EDUCATE THE PUBLIC AND PROMOTE UNDERSTANDING, ENJOYMENT, AND SCHOLARLY EXAMINATION OF ART THROUGH THE EXHIBITION OF WORKS BY SALVADOR DALI AND ARTISTS OF SIMILAR VISION TO PRESERVE AND EXPAND ITS COLLECTION OF ART OF DALI AND RELATED ARCHIVAL MATERIAL TO BE AN ACTIVE RESOURCE IN THE CULTURAL LIFE OF OUR LOCAL, STATE, NATIONAL, AND WORLD COMMUNITIES BY THE PRESENTATION OF INTRIGUING AND VARIED EXHIBITIONS AND PROGRAMS 0 0 8208399 10259720 THE SALVADOR DALI MUSEUM IS THE FLAGSHIP OF CULTURAL TOURISM ON THE WEST COAST OF FLORIDA AND WELCOMES APPROXIMATELY 330,000 VISITORS EACH YEAR FROM AROUND THE WORLD. OUR EDUCATION AND OUTREACH PROGRAMS SERVE THE FLORIDA, NATIONAL, AND WORLD COMMUNITIES IN A MULTITUDE OF WAYS. THE ART OF DALI IS INTERPRETED THROUGH FREE DOCENT TOURS, THROUGH OUR MP3 GUIDED TOURS AND THROUGH SIGNAGE AND THE MUSEUM GALLERY GUIDE. OUR INTERNET RESOURCES PREPARE VISITORS FOR THEIR EXPERIENCE AND OFFER EDUCATIONAL INFORMATIOM TO THE VIRTUAL VISITOR. THE MUSEUM ADMITS APPROXIMATELY 13,000 STUDENTS FROM FLORIDA PUBLIC AND PRIVATE SCHOOLS ANNUALLY WITHOUT CHARGE. OUR STUDENT AND TEACHER PROGRAMS INCLUDE STUDENT GROUP TOURS, STUDENT SURREAL EXHIBITIONS IN ART AND VIDEO, INTERNSHIPS, JUNIOR AND TEEN DOCENT TRAINING PROGRAMS, TEACHER CURRICULUM WORKSHOPS, AND SUMMER RECREATION PROGRAMS. THE MUSEUM OFFERS WEEKLY FAMILY-CENTRIC ACTIVITIES AND TOURS, AND DAILY ACTIVITIES FOR YOUNG VISITORS TO DEEPEN THEIR EXPERIENCE OF DALI AND THE MUSEUM. THE MUSEUM OFFERS DOCENT TRAINING CLASSES TO ADULTS, DOCENT-LED TOURS OF THE MAIN EXHIBITS, AND LECTURE AND FILM SERIES HOSTED ON AND OFF-SITE. THE MUSEUM STORE - ONE OF THE MOST DYNAMIC IN THE MUSEUM WORLD, WITH BOOKS AND EDUCATIONAL MATERIAL AS TOP SELLERS - REFLECTS AND EXTENDS THE EXHIBITION EXPERIENCE BOTH ON SITE AND ONLINE. EXHIBITION CATALOGS ARE PUBLISHED TO ACCOMPANY NEW EXHIBITIONS. THE DALI MUSEUM MAINTAINS STRONG PARTNERSHIPS WITH THE COMMUNITY OF ST. PETERSBURG, THE COUNTY, AND THE STATE OF FLORIDA, AS WELL AS MUSEUMS AND EDUCATIONAL INSTITUTIONS GLOBALLY. AS A PARTNER WITH LOCALLY BASED BUSINESSES, THE MUSEUM IS AN ENGINE FOR ECONOMIC DEVELOPMENT IN FLORIDA. THE MUSEUM'S STATE OF THE ART FACILITY IS DESIGNED TO PROTECT ITS COLLECTION AND WELCOME ITS VISITORS. THE MUSEUM STRIVES TO CONTINUALLY ADD TO THE COLLECTION WITH ACQUISITIONS OF PAINTINGS, DRAWINGS AND PRINTS. THE MUSEUM'S EXTENSIVE ARCHIVAL LIBRARY IS KEY TO THE ADVANCES IN ACADEMIC RESEARCH ON TOPICS FROM DALI TO SURREALISM, TO INTERPRETATIONS OF CONTEMPORARY ART TODAY, THE DALI MUSEUM CONTINUES TO PRESERVE AND PROTECT ITS COLLECTION, MAKING IT AVAILABLE FOR THE ENJOYMENT AND EDUCATION OF ALL PEOPLE, WITH SPECIAL OPPORTUNITIES FOR OUR LOCAL COMMUNITY, ENHANCING THE PUBLIC APPRECIATION OF SALVADOR DALI. 8208399 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 40 0 1 85 1 0 0 0 0 0 1 1 0 0 X 24 24 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X CAROL ANN MARTIN 7278233767 ONE DALI BLVD ST PETERSBURG FL 33701 THOMAS A JAMES PRESIDENT 4.00 X X 0 0 0 BRAD G MORSE VICE PRESIDENT 4.00 X X 0 0 0 JANET G ROOT VICE PRESIDENT 4.00 X X 0 0 0 KAREN LANG JOHNSTON VICE PRESIDENT 4.00 X X 0 0 0 JAMES W MARTIN SECRETARY 4.00 X X 0 0 0 ROBERT L ULRICH ASSISTANT SECRETARY 4.00 X X 0 0 0 ANDREW P CORTY TREASURER 4.00 X X 0 0 0 DAVID F DYER ASSISTANT TREASURER 4.00 X X 0 0 0 ROBERT K DOYLE TRUSTEE 2.00 X 0 0 0 SONIA RAYMOND TRUSTEE 2.00 X 0 0 0 LORNA TAYLOR TRUSTEE 2.00 X 0 0 0 JAN SHER TRUSTEE 2.00 X 0 0 0 ELLIOT WISER TRUSTEE 2.00 X 0 0 0 MARY ANN MORSE TRUSTEE 2.00 X 0 0 0 HELEN PRUITT WALLACE TRUSTEE 2.00 X 0 0 0 JEFFREY GOODBY TRUSTEE 2.00 X 0 0 0 DAVID R PUNZAK TRUSTEE 2.00 X 0 0 0 CHARLES M HARRIS TRUSTEE 2.00 X 0 0 0 TREVOR R BURGESS TRUSTEE 2.00 X 0 0 0 AMB RAMON GIL-CASARES TRUSTEE 2.00 X 0 0 0 WILLIAM R HOUGH TRUSTEE 2.00 X 0 0 0 ROBERT H WILLIS TRUSTEE 2.00 X 0 0 0 MARGARET DE LISSER TRUSTEE 2.00 X 0 0 0 KAMAL MAJEED TRUSTEE 2.00 X 0 0 0 WILLIAM A EMERSON TRUSTEE 2.00 X 0 0 0 JEAN GILLES WITTNER TRUSTEE 2.00 X 0 0 0 JERRY KENDALL TRUSTEE 2.00 X 0 0 0 JAMES G NEWMAN TRUSTEE 2.00 X 0 0 0 JANINE HASKELL TRUSTEE 2.00 X 0 0 0 CHARLES HENRI HINE III EXECUTIVE DIRECTOR 60.00 X 314489 0 18221 CAROL ANN MARTIN CFO 45.00 X 91548 0 4677 KATHERINE GREIF MARKETING DIRECTOR 40.00 X 116643 0 4677 522680 0 27575 2 0 1 0 ABM SECURITY SERVICES INC PO BOX 60840 CHARLOTTE NC 282600840 SECURITY SERVICES 555070 SPARK BRANDING HOUSE INC 2309 W PLATT ST TAMPA FL 33609 ADVERTISING 487368 US ART 7477 MONETARY DRIVE ORLANDO FL 32809 EXHIBITION SHIPPING SERVICES 485723 AMERICAN EXPRESS 200 VESEY STREET NEW YORK NY 102853106 CREDIT CARD PROCESSING 243252 URBAN CANVAS 1045 LINCOLN STREET DENVER CO 80203 WEBSITE CONSULTANT 101110 5 440887 716556 138092 1157443 ADMISSIONS 712110 6325990 6325990 MEMBERSHIP DUES 712110 476515 476515 PARKING FEES 712110 458682 458682 EVENT INCOME 712110 308417 308417 COLLECTION LOAN FEES 712110 266319 266319 155553 155553 7991476 331683 331683 15364 -15364 -15364 -15364 70890 440887 236257 -165367 -165367 3223975 1358598 1865377 1865377 CAFE REVENUE 722320 40219 40219 CATERING FEES 722210 36136 36136 CELL PHONE TOWER FEES 531120 10193 10193 86548 11251796 10259720 0 -165367 X 447715 343112 104603 2487964 2064145 223108 200711 22788 19924 1870 994 246497 188589 34469 23439 231369 176052 40083 15234 17457 17457 26850 26850 33186 33186 923376 899014 20381 3981 1084175 1084175 315532 244075 27748 43709 80344 66114 6555 7675 688363 672365 14009 1989 43293 26102 14406 2785 2564 2564 1138496 1097338 36106 5052 446940 438639 7269 1032 EXHIBITS 665445 665445 CURATORIAL & EDUCATION 323982 222320 82531 19131 BAD DEBT EXPENSE 898 898 OTHER 92 92 9227326 8208399 693195 325732 4002400 4672012 203488 203689 3276063 2909993 18451 68696 829129 825046 292764 241207 35859835 4860428 31991176 30999407 12449833 15412516 3089480 3057129 56152784 58389695 520531 687834 344836 392384 865367 1080218 X 48294296 50278914 4318129 4355071 2674992 2675492 55287417 57309477 56152784 58389695 2024470 164386 -166796 0 X X 0 1 X 1 0 X 10772293 1106502 646542 726108 1174739 14426184 86575 32351 32351 32351 32351 215979 10858868 1138853 678893 758459 1207090 14642163 2813794 11828369 33543 76743 155509 202013 331683 799491 17008 67821 60659 67412 86548 299448 15741102 38793778 0.75140 0.71120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 14197224 1506604 393831 118867 15978792 11198128 1547467 1572314 120685 14197224 9842535 1350945 593334 588686 11198128 6401433 3790648 -119137 230409 9842535 4790961 10146942 567132 9103602 6401433 0.56000 0.16740 0.27260 0 0 34192790 3849975 30342815 41525 6062 35463 748696 492487 256209 876824 511904 364920 30999407 GIFTED FACILITIES - MUSEUM LAND 3057129 3057129 X 11673390 164386 285122 449508 11223882 33186 -5272 27914 11251796 9484534 285122 15364 300486 9184048 33186 10092 43278 9227326 PART III, LINE 1A: THE ART COLLECTIONS WHICH HAVE BEEN ACQUIRED THROUGH PURCHASES OR CONTRIBUTIONS SINCE THE MUSEUM'S INCEPTION ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR THE ITEMS ARE ACQUIRED, OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. PART III, LINE 4: THE MUSEUM HOLDS COLLECTIONS OF WORKS BY SALVADOR DALI AND ARTISTS OF SIMILAR VISION. EXHIBITION OF THE COLLECTIONS SERVES TO EDUCATE THE PUBLIC AND PROMOTE UNDERSTANDING, ENJOYMENT, AND SCHOLARLY EXAMINATION OF ART. PART V, LINE 4: THE MUSEUM'S OBJECTIVE FOR THE ENDOWMENT FUNDS IS TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS AS WELL AS GROW THE FUNDS THROUGH A WELL DIVERSIFIED ASSET MIX, CONSISTENT WITH THE MUSEUM'S INVESTMENT POLICIES. THE INTENDED USE OF EACH FUND DIFFERS WITH EACH CLASSIFICATION OF ENDOWMENT, AND INCLUDES REINVESTMENT OF INCOME TO GROW THE FUNDS, SUPPORT OF MUSEUM OPERATIONS AS DEEMED NECESSARY, FULFILLING THE REQUIREMENTS OF DONOR-SPECIFIED USES, AND FUNDING PLANNED AS WELL AS UNFORSEEN FACILITY AND GROUNDS RENEWAL AND REPAIRS. PART X, LINE 2: SALVADOR DALI MUSEUM, INC. IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). FASB ASC TOPIC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, CLARIFIES THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE MUSEUM'S INCOME TAX RETURNS. THE MUSEUM'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY TAXING AUTHORITIES AND FILINGS FOR PERIODS AFTER JUNE 30, 2011 ARE OPEN FOR EXAMINATION. THE MUSEUM DOES NOT BELIVE IT HAS ANY UNRECOGNIZED EXPOSURE RELATING TO UNCERTAIN TAX POSITIONS AT JUNE 30, 2015. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON SALE OF FIXED ASSETS NONCASH DONATION RECEIVED NET AGAINST EXPENSE IN AUDIT PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF FIXED ASSETS PART XII, LINE 4B - OTHER ADJUSTMENTS: NONCASH DONATION RECEIVED NET AGAINST INCOME IN AUDIT SOUTH AMERICA 0 0 PROGRAM SERVICE EXHIBITION LOAN 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART I, LINE 3: A SPECIFIC ART COLLECTION WAS LOANED TO A GALLERY IN BRAZIL. THERE ARE NO EXPENDITURES RELATED TO THE LOAN IN THIS REGION. BENEFIT DINNER 132550 102800 29750 6126 31551 100 3146 SUENOS 188946 176696 12250 17391 29976 22300 39167 2 190281 161391 28890 14829 39512 2775 29384 511777 440887 70890 38346 101039 25175 71697 236257 -165367 X X 0 0 0 0 0 0 0 0 0 CHARLES HENRI HINE III EXECUTIVE DIRECTOR 234489 0 80000 0 0 0 1000 0 17221 0 332710 0 0 0 X 33 71249 FAIR MARKET VALUE X FUNDRAISING EVENT ITEMS 22 66843 FAIR MARKET VALUE 0 1 0 FORM 990, PART V, LINE 2B THE MUSEUM USES A PROFESSIONAL EMPLOYER ORGANIZATION (PEO). ALL EMPLOYEE AND PAYROLL RELATED REPORTS ARE FILED UNDER THE PEO. FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES BRAD G. MORSE AND MARY ANN MORSE ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 6 THE MUSEUM HAS ONE CLASS OF MEMBERSHIP CONSISTING OF EIGHT MEMBERS. ALL MEMBERS ARE VOTING MEMBERS. THE NUMBER OF MEMBERS MAY NOT BE INCREASED OR DECREASED. MEMBERSHIP IS NONTRANSFERABLE AND NONASSIGNABLE. FORM 990, PART VI, SECTION A, LINE 7A IN ACCORDANCE WITH THE BY-LAWS, THE MEMBERS OF THE MUSEUM SHALL ELECT EACH MEMBER TO BE A TRUSTEE SO THAT THERE ARE ALWAYS AT LEAST EIGHT TRUSTEES WHO ARE MEMBERS. THE MEMBERS SHALL ELECT THE REMAINING TRUSTEES BY A MAJORITY VOTE OF THE MEMBERS. NOMINATIONS FOR THE BOARD OF TRUSTEES MAY BE MADE BY MEMBERS AND BY TRUSTEES. EACH TRUSTEE WHO IS NOT A MEMBER SERVES A TERM OF ONE TO THREE YEARS AS SET BY THE MEMBERS WHEN THE TRUSTEE IS ELECTED. A TRUSTEE WHO IS NOT A MEMBER MAY BE REMOVED FROM OFFICE BY AN AFFIRMATIVE VOTE OF AT LEAST 80% OF ALL MEMBERS. TRUSTEES WHO ARE MEMBERS MAY NOT BE REMOVED AS LONG AS THEY ARE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN GOVERNANCE DECISIONS OF THE MUSEUM ARE RESERVED TO, OR SUBJECT TO APPROVAL BY, THE MEMBERS AS DESCRIBED IN RESPONSE TO LINE 7A ABOVE. THE MEMBERS ARE RESPONSIBLE FOR THE ELECTION AND REMOVAL OF INDIVIDUALS OF THE GOVERNING BODY. IN ADDITION, ONLY MEMBERS HAVE THE POWER TO ADOPT, AMEND OR REPEAL THE BY-LAWS. THE MEMBERS ALSO OVERSEE THE LOAN, SALE, OR OTHER DISPOSITION OF ORIGINAL WORKS OF ART. ANY LOAN OF AN ORIGINAL WORK OF ART BY SALVADOR DALI REQUIRES CONSENT OF 70% OF ALL MEMBERS. THE SALE OR OTHER DISPOSITION OF ORIGINAL WORKS OF ART REQUIRES AN AFFIRMATIVE VOTE OF AT LEAST 80% OF THE TRUSTEES AND 80% OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE 990. THE FULL BOARD OF TRUSTEES IS PROVIDED A COMPLETE COPY OF THE FORM FOR INPUT AND QUESTIONS BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS DEFINED BY THE POLICY ARE REQUIRED TO BE DISCLOSED. ALL POTENTIAL CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE BOARD OF TRUSTEES FOR REVIEW AND DETERMINATION. APPROPRIATE ACTIONS, SUCH AS VOTING WITHOUT THE MEMBER IN CONFLICT, ARE TAKEN WHEN AND IF REQUIRED. COMPLIANCE IS MONITORED AND REVIEWED ON AN ANNUAL BASIS BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S BOARD OF TRUSTEES IS RESPONSIBLE FOR REVIEWING AND APPROVING THE EMPLOYMENT CONTRACT AND COMPENSATION LEVEL FOR THE EXECUTIVE DIRECTOR. EMPLOYEE PERFORMANCE HISTORY, COUNTY STATISTICS, AND STATISTICS FROM OTHER CULTURAL INSTITUTIONS FOR SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS ARE USED TO SET COMPENSATION. THE DELIBERATION AND APPROVAL PROCESS IS DOCUMENTED IN THE BOARD MINUTES. COMPENSATION LEVELS FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED UNDER THE DIRECTION OF THE HUMAN RESOURCES DEPARTMENT AND EXECUTIVE DIRECTOR. MARKET ANALYSIS COMPARING COMPENSATION STRUCTURES OF OTHER MUSEUMS AND/OR NON-PROFIT ORGANIZATIONS ARE PERFORMED. FORM 990, PART VI, SECTION C, LINE 19 THE MUSEUM MAKES ITS FORM 990, BUT NOT ITS OTHER FINANCIAL STATEMENTS, AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G PAYROLL PROCESSING FEES : PROGRAM SERVICE EXPENSES 42,432. MANAGEMENT AND GENERAL EXPENSES 13,345. FUNDRAISING EXPENSES 3,981. TOTAL EXPENSES 59,758. COMPUTER CONSULTANTS : PROGRAM SERVICE EXPENSES 15,813. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,813. VISITOR PARKING SERVICE FEE : PROGRAM SERVICE EXPENSES 41,895. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,895. CREDIT CARD PROCESSING : PROGRAM SERVICE EXPENSES 184,322. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 184,322. CONSULTANTS : PROGRAM SERVICE EXPENSES 53,629. MANAGEMENT AND GENERAL EXPENSES 3,323. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,952. CONTRACT LABOR : PROGRAM SERVICE EXPENSES 5,019. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,019. SECURITY SERVICES AFTER HOURS : PROGRAM SERVICE EXPENSES 64,524. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,524. SECURITY SERVICES : PROGRAM SERVICE EXPENSES 491,380. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 491,380. ARMORED CAR SERVICE : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,713. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,713. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR SELECTING AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT TO PERFORM THE ANNUAL AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND TO OVERSEE THE AUDIT PROCESS. THE AUDIT REPORT IS ALSO REVIEWED BY THE EXECUTIVE COMMITTEE AND FULL BOARD OF TRUSTEES.